ANDREW FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ANDREW FAMILY FOUNDATION (EIN 36-3926511)
- Tax period
- 2017-11-01 to 2018-10-31
- Filed
- 2019-09-16
- IRS object ID
- 201942599349100869
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-16T16:12:53-05:00 | ReturnTs |
| Tax Period End | 2018-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jeffrey D Haskell | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363926511 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andrew Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KIM LLUMIQUINGA | InCareOfNm |
| Business Name Control | ANDR | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14628 John Humphrey Drive | AddressLine1Txt |
| City | Orland Park | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60462 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD J ANDREW JR | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-09-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520192595000004 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-09-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0B775BB9C0E0C9DA339247063A24C50179569C8E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 78D185D94E59032E4B5D677F857013E059842DEA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,419,595 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,425 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,425 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $400,325 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $400,325 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $695,785 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,531,619 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $695,785 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,102,535 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,102,535 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $3,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,500 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $75,050 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,050 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,000 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $546 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $546 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,293 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $59,293 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $155,389 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,050 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $103,339 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $703,090 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $703,090 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $858,479 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,050 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $806,429 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $244,056 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,067,485 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $965,254 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $575,290 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $575,290 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,617,406 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,251,426 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,844,305 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,582,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,826,716 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,419,595 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,582,660 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,374,369 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,582,660 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,374,369 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,582,660 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,374,369 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,582,660 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $244,056 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,826,716 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,826,716 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,531,619 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,835,834 | CostOrOtherBasisAmt |
| Gain Or Loss | $695,785 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $695,785 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $695,785 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $765,257 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,784,366 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048482 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $815,645 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,802,035 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055104 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $532,256 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,680,614 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033944 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $839,712 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,229,293 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051741 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $589,646 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,942,740 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03946 | DistributionYr5Rt |
| Total Distribution | 0.228731 | TotalDistributionRt |
| Average Distribution | 0.045746 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,546,195 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $756,922 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,675 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $767,597 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $806,429 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $10,675 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,675 | SubtotalAmt |
| Tax Based On Investment Income | $10,675 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,952 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $24,952 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $14,277 | OverpaymentAmt |
| Applied To ES Tax | $11,000 | AppliedToESTaxAmt |
| Refund | $3,277 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM LLUMIQUINGA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14628 John Humphrey Dr | AddressLine1Txt |
| City | Orland Park | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Laurel J Andrew | ||||||||
| 14628 John Humphrey Drive | Orland Park | IL | 60462 | Dir / Treas | 1.0 | $0 | $0 | $0 |
| William V Andrew | ||||||||
| 14628 John Humphrey Drive | Orland Park | IL | 60462 | Dir | 1.0 | $0 | $0 | $0 |
| Edith G Andrew | ||||||||
| 14628 John Humphrey Drive | Orland Park | IL | 60462 | Dir | 1.0 | $0 | $0 | $0 |
| Richard G Andrew | ||||||||
| 14628 John Humphrey Drive | Orland Park | IL | 60462 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Edward J Andrew Jr | ||||||||
| 14628 John Humphrey Drive | Orland Park | IL | 60462 | Pres / Dir | 1.0 | $0 | $0 | $0 |
| Kim Llumiquinga | ||||||||
| 14628 John Humphrey Drive | Orland Park | IL | 60462 | Asst Sec / Asst Treas | 1.0 | $0 | $0 | $0 |
| Kathryn A Willett | ||||||||
| 14628 John Humphrey Drive | Orland Park | IL | 60462 | Dir / Sec | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Floor | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $59,232 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,855,944 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $942,224 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,798,168 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,798,168 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $251,973 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,546,195 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $827,310 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $827,310 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,675 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,675 | TotalTaxAmt |
| Distributable Before Adj | $816,635 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $816,635 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $816,635 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $806,429 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $806,429 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,675 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $795,754 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $816,635 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $689,477 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Qualifying Distributions | $806,429 | QualifyingDistributionsAmt |
| Applied To Year1 | $689,477 | AppliedToYear1Amt |
| Applied To Current Year | $116,952 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $699,683 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDITH G ANDREW | ContributingManagerNm |
| Contributing Manager | EDWARD J ANDREW JR | ContributingManagerNm |
| Contributing Manager | KATHRYN A WILLETT | ContributingManagerNm |
| Contributing Manager | Laurel J Andrew | ContributingManagerNm |
| Contributing Manager | RICHARD G ANDREW | ContributingManagerNm |
| Contributing Manager | WILLIAM V ANDREW | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (151 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVOCATE CHARITABLE FOUNDATION | ||||||||
| 3075 HIGHLAND PKWY FL 6 | DOWNERS GROVE | IL | 60515 | N/A | PC | The Rabi Sulayman Clinical Education Scholarship Fund | $500 | |
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER | ||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | N/A | PC | Ronald E. Youngberg Scholarship Fund | $2,625 | |
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER | ||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | N/A | PC | Gammage VIP Club | $3,000 | |
| ASSISTANCE LEAGUE OF LAS VEGAS | ||||||||
| 6446 W CHARLESTON BLVD | LAS VEGAS | NV | 89146 | N/A | PC | Operation School Bell Program | $500 | |
| BRIDGE TEEN CENTER NFP | ||||||||
| 15555 S 71ST COURT | ORLAND PARK | IL | 60462 | N/A | PC | General & Unrestricted | $500 | |
| BULLIES 2 THE RESCUE | ||||||||
| 3051 DAIRY FARM DR | MONROE | NC | 28110 | N/A | PC | General & Unrestricted | $250 | |
| CAFE MOMENTUM | ||||||||
| 1510 PACIFIC AVE | DALLAS | TX | 75201 | N/A | PC | Cafe Momentum Community Services Center | $9,000 | |
| CALVIN COLLEGE | ||||||||
| 3201 BURTON ST SE | GRAND RAPIDS | MI | 49546 | N/A | PC | General & Unrestricted | $1,000 | |
| CALVIN COLLEGE | ||||||||
| 3201 BURTON ST SE | GRAND RAPIDS | MI | 49546 | N/A | PC | Social Work Department | $500 | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | N/A | PC | General & Unrestricted | $200 | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | N/A | PC | AFF Scholarship Fund | $5,000 | |
| CHICAGO AREA MOUNTAIN BIKERS INC | ||||||||
| 336 PATRICIA LN | BARTLETT | IL | 60103 | N/A | PC | General & Unrestricted | $1,500 | |
| CHILDREN 4 TOMORROW | ||||||||
| 2600 S LOOP W STE 170 | HOUSTON | TX | 77054 | N/A | PC | LEAP Jr A Pilot Program | $9,500 | |
| CHILDRENS MUSEUM OF OAK PARK INC | ||||||||
| 6445 N AVE | OAK PARK | IL | 60302 | N/A | PC | Funded Admissions Program | $4,408 | |
| COLLEGE OF WOOSTER | ||||||||
| 1189 BEALL AVE | WOOSTER | OH | 44691 | N/A | PC | General & Unrestricted | $11,550 | |
| COLLEGE OF WOOSTER | ||||||||
| 1189 BEALL AVE | WOOSTER | OH | 44691 | N/A | PC | Annual Fund | $5,000 | |
| COLLEGE OF WOOSTER | ||||||||
| 1189 BEALL AVE | WOOSTER | OH | 44691 | N/A | PC | Wooster Fund | $6,000 | |
| COLLEGE OF WOOSTER | ||||||||
| 1189 BEALL AVE | WOOSTER | OH | 44691 | N/A | PC | Science Building Capital Campaign | $10,000 | |
| COLLEGE OF WOOSTER | ||||||||
| 1189 BEALL AVE | WOOSTER | OH | 44691 | N/A | PC | Edward J. Andrew Fellowship Program | $26,400 | |
| COLLEGE OF WOOSTER | ||||||||
| 1189 BEALL AVE | WOOSTER | OH | 44691 | N/A | PC | independent endowed funds in Geology | $1,000 | |
| COLORECTAL CANCER ALLIANCE INC | ||||||||
| 1025 VERMONT AVE NW | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $500 | |
| CROSSROADS BIBLE CHURCH OF GRAND RAPIDS | ||||||||
| 800 SCRIBNER AVE NW | GRAND RAPIDS | MI | 49504 | N/A | PC | General & Unrestricted | $680 | |
| K LAHUCIK | ||||||||
| CURATORS OF THE UNIVERSITY OF MISSO | COLUMBIA | MO | 65211 | NONE | I | SCHOLARSHIP GRANT | $3,750 | 15 JESSIE HALL |
| K LAHUCIK | ||||||||
| CURATORS OF THE UNIVERSITY OF MISSO | COLUMBIA | MO | 65211 | NONE | I | Scholarship GRANT | $3,250 | 15 JESSIE HALL |
| DALLAS SYMPHONY ASSOCIATION INC | ||||||||
| 2301 FLORA ST STE 300 | DALLAS | TX | 75201 | N/A | PC | Young Strings Program | $2,000 | |
| DEPAUL UNIVERSITY | ||||||||
| 1 E JACKSON BLVD | CHICAGO | IL | 60604 | N/A | PC | General & Unrestricted | $1,000 | |
| DEVELOPING ARTISTS THEATER COMPANY INC | ||||||||
| 12 5TH AVE | NEW YORK | NY | 10011 | N/A | PC | REBEL VERSES Youth Arts Festival | $1,615 | |
| DEVELOPING ARTISTS THEATER COMPANY INC | ||||||||
| 12 5TH AVE | NEW YORK | NY | 10011 | N/A | PC | Charitable Event | $500 | |
| DISCOVERY CHILDRENS MUSEUM | ||||||||
| 360 PROMENADE PL | LAS VEGAS | NV | 89106 | N/A | PC | General & Unrestricted | $3,000 | |
| DISCOVERY CHILDRENS MUSEUM | ||||||||
| 360 PROMENADE PL | LAS VEGAS | NV | 89106 | N/A | PC | Youthworks Program | $1,500 | |
| DISCOVERY CHILDRENS MUSEUM | ||||||||
| 360 PROMENADE PL | LAS VEGAS | NV | 89106 | N/A | PC | Patents Pending Science Explorations Project | $20,000 | |
| EAST VALLEY WOMENS LEAGUE INC | ||||||||
| PO BOX 10804 | TEMPE | AZ | 85284 | N/A | PC | General & Unrestricted | $275 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | ||||||||
| 450 LEXINGTON AVE PO BOX 3886 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $500 | |
| FIRST PRESBYTERIAN CHURCH OF NAPLES | ||||||||
| 250 6TH ST S | NAPLES | FL | 34102 | N/A | PC | General & Unrestricted | $3,000 | |
| FIRST PRESBYTERIAN CHURCH OF SANTA FE | ||||||||
| 208 GRANT AVE | SANTA FE | NM | 87501 | N/A | PC | Great Heritage, Bold Future Campaign | $4,400 | |
| FIRST PRESBYTERIAN CHURCH OF SANTA FE | ||||||||
| 208 GRANT AVE | SANTA FE | NM | 87501 | N/A | PC | Sacred Places Challenge | $3,000 | |
| FOUNDATION FOR AN INDEPENDENT TOMORROW | ||||||||
| 1931 STELLA LAKE ST | LAS VEGAS | NV | 89106 | N/A | PC | General & Unrestricted | $1,500 | |
| FUN TIME EARLY CHILDHOOD ACADEMY INC | ||||||||
| 102 12TH ST N | NAPLES | FL | 34102 | N/A | PC | Charitable Event | $500 | |
| FUN TIME EARLY CHILDHOOD ACADEMY INC | ||||||||
| 102 12TH ST N | NAPLES | FL | 34102 | N/A | PC | Fund-a-Need Help Fun Time Kids Bloom! | $500 | |
| GENEVA LAKE CONSERVANCY INC | ||||||||
| PO BOX 588 | FONTANA | WI | 53125 | N/A | PC | General & Unrestricted | $500 | |
| GENEVA LAKE CONSERVANCY INC | ||||||||
| PO BOX 588 | FONTANA | WI | 53125 | N/A | PC | Charitable Event | $1,500 | |
| GENEVA LAKE ENVIRONMENTAL AGENCY | ||||||||
| PO BOX 914 | WILLIAMS BAY | WI | 53191 | N/A | GOV | General & Unrestricted | $650 | |
| GENEVA LAKE WATER SAFETY COMM INC | ||||||||
| PO BOX 548 | WILLIAMS BAY | WI | 53191 | N/A | PC | General & Unrestricted | $1,000 | |
| C AURELIO | ||||||||
| GEORGIA INSTITUTE OF TECHNOLOGY | ATLANTA | GA | 30332 | NONE | I | SCHOLARSHIP GRANT | $2,250 | 225 N AVE NW |
| K LYNN | ||||||||
| GEORGIA INSTITUTE OF TECHNOLOGY | ATLANTA | GA | 30332 | NONE | I | SCHOLARSHIP grant | $5,000 | 225 N AVE NW |
| GEORGIA OKEEFFE MUSEUM | ||||||||
| 217 JOHNSON ST | SANTA FE | NM | 87501 | N/A | PC | 2018 Summer Art and Leadership Program | $3,000 | |
| GEORGIA OKEEFFE MUSEUM | ||||||||
| 217 JOHNSON ST | SANTA FE | NM | 87501 | N/A | PC | The O'Keeffe Reimagined Program | $5,000 | |
| GEORGIA OKEEFFE MUSEUM | ||||||||
| 217 JOHNSON ST | SANTA FE | NM | 87501 | N/A | PC | The O'Keeffe Reimagined Project | $20,000 | |
| GEORGIA OKEEFFE MUSEUM | ||||||||
| 217 JOHNSON ST | SANTA FE | NM | 87501 | N/A | PC | The O'Keeffe Reimagined Project | $20,000 | |
| GIRLFORWARD | ||||||||
| 1251 W DEVON AVE | CHICAGO | IL | 60660 | N/A | PC | General & Unrestricted | $200 | |
| GIRLS WITH SOLE | ||||||||
| 19885 DETROIT RD STE 233 | ROCKY RIVER | OH | 44116 | N/A | PC | LULA Program (Lacing Up for a Lifetime of Achievement) | $9,000 | |
| GOOD SHEPHERD MANOR INC | ||||||||
| PO BOX 260 | MOMENCE | IL | 60954 | N/A | PC | General & Unrestricted | $500 | |
| GREENHILL SCHOOL | ||||||||
| 4141 SPRING VALLEY RD | ADDISON | TX | 75001 | N/A | PC | General & Unrestricted | $400 | |
| GREENHILL SCHOOL | ||||||||
| 4141 SPRING VALLEY RD | ADDISON | TX | 75001 | N/A | PC | Scholarship fund | $1,000 | |
| GREENHILL SCHOOL | ||||||||
| 4141 SPRING VALLEY RD | ADDISON | TX | 75001 | N/A | PC | Fine Arts Program | $1,000 | |
| HOPE COLLEGE | ||||||||
| PO BOX 9000 | HOLLAND | MI | 49422 | N/A | PC | The Hope Fund | $1,000 | |
| P SIGLOWY | ||||||||
| ILLINOIS INSTITUTE OF TECHNOLOGY | CHICAGO | IL | 60453 | NONE | I | SCHOLARSHIP GRANT | $2,500 | 3424 S ST TC-4TH FL |
| v belotti | ||||||||
| ILLINOIS INSTITUTE OF TECHNOLOGY | CHICAGO | IL | 60453 | N/A | I | scholarship grant | $2,500 | 3424 S ST TC-4TH FL |
| A GRUDOWSKI | ||||||||
| ILLINOIS INSTITUTE OF TECHNOLOGY | CHICAGO | IL | 60453 | NONE | I | Scholarship GRANT | $3,750 | 3424 S ST TC-4TH FL |
| P SIGLOWY | ||||||||
| ILLINOIS INSTITUTE OF TECHNOLOGY | CHICAGO | IL | 60453 | NONE | I | Scholarship GRANT | $2,500 | 3424 S ST TC-4TH FL |
| INHERITANCE OF HOPE INC | ||||||||
| PO BOX 90 | PISGAH FOREST | NC | 28768 | N/A | PC | Legacy Retreat | $2,500 | |
| INTONATION MUSIC WORKSHOP | ||||||||
| 4442 N FRANCISCO AVE | CHICAGO | IL | 60625 | N/A | PC | Charitable Event | $5,000 | |
| JACOBS HOPE INC | ||||||||
| 1150 N COUNTRY CLUB DR | MESA | AZ | 85201 | N/A | PC | General & Unrestricted | $600 | |
| JANE CALIENDO MEMORIAL FOUNDATION | ||||||||
| PO BOX 1091 | ORLAND HILLS | IL | 60462 | N/A | PC | 4th Annual 5K Run/Walk | $1,000 | |
| JUNIATA COLLEGE | ||||||||
| 1700 MOORE ST | HUNTINGDON | PA | 16652 | N/A | PC | Men's Volleyball Program | $500 | |
| KIND INC | ||||||||
| 1201 L ST NW FL 2 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 | |
| KNOX COLLEGE | ||||||||
| 2 E S ST | GALESBURG | IL | 61401 | N/A | PC | Knox Fund | $5,000 | |
| KNOX COLLEGE | ||||||||
| 2 E S ST | GALESBURG | IL | 61401 | N/A | PC | The Campaign For Our Knox | $50,000 | |
| LAS VEGAS PHILHARMONIC | ||||||||
| 2451 S BUFFALO DR | LAS VEGAS | NV | 89117 | N/A | PC | General & Unrestricted | $1,000 | |
| LAWRENCE UNIVERSITY OF WISCONSIN | ||||||||
| 711 E BOLDT WAY | APPLETON | WI | 54911 | N/A | PC | General & Unrestricted | $4,000 | |
| LAWRENCE UNIVERSITY OF WISCONSIN | ||||||||
| 711 E BOLDT WAY | APPLETON | WI | 54911 | N/A | PC | Lawrence Fund | $1,000 | |
| LAWRENCE UNIVERSITY OF WISCONSIN | ||||||||
| 711 E BOLDT WAY | APPLETON | WI | 54911 | N/A | PC | The Annual Fund | $2,500 | |
| LAWRENCE UNIVERSITY OF WISCONSIN | ||||||||
| 711 E BOLDT WAY | APPLETON | WI | 54911 | N/A | PC | Conservatory of Music Scholarship Fund | $2,000 | |
| LAWRENCE UNIVERSITY OF WISCONSIN | ||||||||
| 711 E BOLDT WAY | APPLETON | WI | 54911 | N/A | PC | Be The Light Campaign | $2,750 | |
| LEAGUE TO SAVE LAKE TAHOE | ||||||||
| 2608 LAKE TAHOE BLVD | S LAKE TAHOE | CA | 96150 | N/A | PC | General & Unrestricted | $250 | |
| LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC | ||||||||
| 16451 HEALTH PARK CMN DR STE 200 | FT MYERS | FL | 33908 | N/A | PC | General & Unrestricted | $1,000 | |
| MARBLEHEAD FOOD PANTRY INC | ||||||||
| 80 ATLANTIC AVE | MARBLEHEAD | MA | 01945 | N/A | PC | General & Unrestricted | $250 | |
| MEADOWS SCHOOL | ||||||||
| 8601 SCHOLAR LN | LAS VEGAS | NV | 89128 | N/A | PC | General & Unrestricted | $1,200 | |
| MILLENNIA GARDENS ELEMENTARY | ||||||||
| 3515 GARDENS RIDGE WAY | ORLANDO | FL | 32839 | N/A | GOV | General & Unrestricted | $5,000 | |
| C KRULL | ||||||||
| MORAINE VALLEY COMMUNITY COLLEGE FO | PALOS HILLS | IL | 60465 | none | I | Scholarship grant | $1,306 | 9000 W COLLEGE PKWY |
| MOTORMVB FOUNDATION INC | ||||||||
| 10880 WILSHIRE BLVD STE 1101 | LOS ANGELES | CA | 90024 | N/A | PC | General & Unrestricted | $5,000 | |
| NATIONAL CORVETTE MUSEUM FOUNDATION INC | ||||||||
| 350 CORVETTE DR | BOWLING GREEN | KY | 42101 | N/A | PC | General & Unrestricted | $500 | |
| NATIONAL-LOUIS UNIVERSITY | ||||||||
| 1000 CAPITOL DR | WHEELING | IL | 60090 | N/A | PC | P.A.C.E. Alumni Position | $3,053 | |
| NAZARETH ACADEMY | ||||||||
| 1209 W OGDEN AVE | LA GRANGE PARK | IL | 60526 | N/A | PC | Charitable Event | $1,000 | |
| NAZARETH ACADEMY | ||||||||
| 1209 W OGDEN AVE | LA GRANGE PARK | IL | 60526 | N/A | PC | Building Our Legacy Capital Campaign | $20,000 | |
| NCH HEALTHCARE SYSTEMS INC | ||||||||
| PO BOX 413029 | NAPLES | FL | 34101 | N/A | PC | General & Unrestricted | $1,000 | |
| NEIGHBORHOOD HEALTH CLINIC INC | ||||||||
| 121 GOODLETTE RD N | NAPLES | FL | 34102 | N/A | PC | General & Unrestricted | $2,000 | |
| NEVADA MILITARY SUPPORT ALLIANCE | ||||||||
| 539 RIVERSIDE DR | RENO | NV | 89503 | N/A | PC | General & Unrestricted | $250 | |
| NEVADA SCHOOL OF THE ARTS | ||||||||
| 401 S 4TH ST STE 125 | LAS VEGAS | NV | 89101 | N/A | PC | General & Unrestricted | $200 | |
| NEVADA SCHOOL OF THE ARTS | ||||||||
| 401 S 4TH ST STE 125 | LAS VEGAS | NV | 89101 | N/A | PC | Summer 2018 Jazz Intensive Workshop | $2,000 | |
| NEW LEAF RESOURCES | ||||||||
| 2325 177TH ST | LANSING | IL | 60438 | N/A | PC | General & Unrestricted | $500 | |
| NEW LEAF RESOURCES | ||||||||
| 2325 177TH ST | LANSING | IL | 60438 | N/A | PC | Mary Doot Memorial Endowment FUND | $500 | |
| NEW MOMS INC | ||||||||
| 5317 W CHICAGO AVE | CHICAGO | IL | 60651 | N/A | PC | General & Unrestricted | $200 | |
| NEW MOMS INC | ||||||||
| 5317 W CHICAGO AVE | CHICAGO | IL | 60651 | N/A | PC | Housing Program | $5,000 | |
| NEW MOMS INC | ||||||||
| 5317 W CHICAGO AVE | CHICAGO | IL | 60651 | N/A | PC | Job Training | $5,000 | |
| NEW MOMS INC | ||||||||
| 5317 W CHICAGO AVE | CHICAGO | IL | 60651 | N/A | PC | Charitable Event | $1,000 | |
| NORTH CENTRAL COLLEGE | ||||||||
| 30 N BRAINARD ST | NAPERVILLE | IL | 60540 | N/A | PC | General & Unrestricted | $500 | |
| C SHEHATA | ||||||||
| NORTHWESTERN UNIVERSITY | EVANSTON | IL | 60208 | NONE | I | Scholarship Grant | $6,833 | 1801 HINMAN AVE |
| PET HELPERS INC | ||||||||
| 1447 FOLLY RD | CHARLESTON | SC | 29412 | N/A | PC | General & Unrestricted | $300 | |
| PLANNED PARENTHOOD ARIZONA INC | ||||||||
| 4751 N 15TH ST | PHOENIX | AZ | 85014 | N/A | PC | General & Unrestricted | $500 | |
| PLANNED PARENTHOOD GREATER MEMPHIS REGION INC | ||||||||
| 2430 POPLAR AVE | MEMPHIS | TN | 38112 | N/A | PC | General & Unrestricted | $1,000 | |
| PLANNED PARENTHOOD OF ILLINOIS | ||||||||
| 18 S MICHIGAN AVE NO 6TH FL | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $300 | |
| POMONA COLLEGE | ||||||||
| 550 N COLLEGE AVE | CLAREMONT | CA | 91711 | N/A | PC | General & Unrestricted | $5,000 | |
| C MARQUEZ | ||||||||
| HARVARD COLLEGE | CAMBRIDGE | MA | 02138 | NONE | I | Scholarship Grant | $2,500 | 1350 MASSACHUSETTS AVE |
| PROJECT 150 | ||||||||
| 3600 N RANCHO DR | LAS VEGAS | NV | 89130 | N/A | PC | General & Unrestricted | $500 | |
| Z MARSHALL | ||||||||
| PURDUE UNIVERSITY | WEST LAFAYETTE | IN | 47907 | NONE | I | SCHOLARSHIP GRANT | $5,000 | 610 PURDUE MALL |
| READING IN MOTION | ||||||||
| 65 E WACKER PL STE 305 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $5,000 | |
| READING IN MOTION | ||||||||
| 65 E WACKER PL STE 305 | CHICAGO | IL | 60601 | N/A | PC | Charitable Event | $10,000 | |
| READING IN MOTION | ||||||||
| 65 E WACKER PL STE 305 | CHICAGO | IL | 60601 | N/A | PC | Clark County pilot | $125,000 | |
| ROCKY MOUNTAIN PLANNED PARENTHOOD INC - NEW MEXICO | ||||||||
| 719 SAN MATEO BLVD NE | ALBUQUERQUE | NM | 87108 | N/A | PC | Shaping The Second Century Program | $5,000 | |
| ROCKY MOUNTAIN PLANNED PARENTHOOD INC - NEW MEXICO | ||||||||
| 719 SAN MATEO BLVD NE | ALBUQUERQUE | NM | 87108 | N/A | PC | Charitable Event | $4,000 | |
| ROLLINS COLLEGE | ||||||||
| POST OFC BOX 864168 | ORLANDO | FL | 32886 | N/A | PC | Charitable Event | $1,000 | |
| ROUNDABOUT THEATRE COMPANY INC | ||||||||
| 231 W 39TH ST STE 1200 | NEW YORK | NY | 10018 | N/A | PC | Charitable Event | $1,000 | |
| SCHOOL YEAR ABROAD INC | ||||||||
| 120 WATER ST | NORTH ANDOVER | MA | 01845 | N/A | PC | SYA France PROGRAM | $400 | |
| SHANGO MUSIC AND DANCE | ||||||||
| 663 W 100 S | SALT LAKE CTY | UT | 84104 | N/A | PC | upgrading instruments and general operating costs | $1,775 | |
| SOUTHWEST CHICAGO CHRISTIAN SCHOOL ASSOCIATION | ||||||||
| 12001 S OAK PARK AVE | PALOS HEIGHTS | IL | 60463 | N/A | PC | Athletic Department-bowling proGRAM | $15,000 | |
| SPREAD THE WORD NEVADA | ||||||||
| 1065 AMERICAN PACIFIC DR STE 160 | HENDERSON | NV | 89074 | N/A | PC | Books & Buddies- Beckley & Dailey Mentor Centers PROGRAM | $55,000 | |
| SPREAD THE WORD NEVADA | ||||||||
| 1065 AMERICAN PACIFIC DR STE 160 | HENDERSON | NV | 89074 | N/A | PC | Beckley & Dailey Mentor Centers | $25,000 | |
| TAHOE RIM TRAIL ASSOCIATION | ||||||||
| PO BOX 3267 | STATELINE | NV | 89449 | N/A | PC | General & Unrestricted | $500 | |
| THE CONSERVANCY OF SOUTHWEST FLORIDA INC | ||||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | N/A | PC | Conservancy Environmental Internships | $10,000 | |
| THE PLANETARY SOCIETY | ||||||||
| 60 S LOS ROBLES AVE | PASADENA | CA | 91101 | N/A | PC | General & Unrestricted | $250 | |
| THE YOUNG CENTER FOR IMMIGRANT CHILDRENS RIGHTS | ||||||||
| 6020 S UNIVERSITY AVE | CHICAGO | IL | 60637 | N/A | PC | General & Unrestricted | $1,500 | |
| TRINITY CHRISTIAN COLLEGE ASSOCIATION | ||||||||
| 6601 W COLLEGE DR | PALOS HEIGHTS | IL | 60463 | N/A | PC | 1871 Program | $5,000 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | PC | General & Unrestricted | $400 | |
| J M FOLLIARD | ||||||||
| UNIVERSITY OF ILLINOIS | CHAMPAIGN | IL | 61820 | NONE | I | Scholarship Grant | $5,000 | 620 E JOHN ST |
| Q WANG | ||||||||
| UNIVERSITY OF ILLINOIS | CHAMPAIGN | IL | 61820 | NONE | I | Scholarship Grant | $2,500 | 620 E JOHN ST |
| Q WANG | ||||||||
| UNIVERSITY OF ILLINOIS | CHAMPAIGN | IL | 61820 | NONE | I | Scholarship Grant | $2,500 | 620 E JOHN ST |
| UNIVERSITY OF MIAMI | ||||||||
| PO BOX 248073 | CORAL GABLES | FL | 33124 | N/A | PC | RSMAS - Rosenstiel School of Marine & Atmospheric SCIENCE | $5,000 | |
| B KATALINIC | ||||||||
| UNIVERSITY OF NOTRE DAME DU LAC | NOTRE DAME | IN | 46556 | NONE | I | Scholarship Grant | $2,750 | 115 MAIN BLDG |
| B KATALINIC | ||||||||
| UNIVERSITY OF NOTRE DAME DU LAC | NOTRE DAME | IN | 46556 | NONE | I | Scholarship Grant | $3,250 | 115 MAIN BLDG |
| H MORRIS | ||||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | LOS ANGELES | CA | 90089 | NONE | I | SCHOLARSHIP GRANT | $2,250 | 3551 TROUSDALE PKWY ADM 160 |
| URBAN RIVERS INC | ||||||||
| 226 N OAK PARK AVE APT 2N | OAK PARK | IL | 60302 | N/A | PC | General & Unrestricted | $275 | |
| VALLEY YOUTH THEATRE | ||||||||
| 807 N 3RD ST | PHOENIX | AZ | 85004 | N/A | PC | Literacy and the Arts Program | $5,000 | |
| VMSN INC | ||||||||
| 1240 N MARTIN LUTHER KING BLVD | LAS VEGAS | NV | 89106 | N/A | PC | General & Unrestricted | $1,000 | |
| WAKE FOREST UNIVERSITY | ||||||||
| 1834 WAKE FOREST RD UNIT 7201 | WINSTON SALEM | NC | 27109 | N/A | PC | The Wake Forest Fund - The Parent's Campaign | $1,000 | |
| WASHINGTON & JANE SMITH COMMUNITY- ORLAND PARK | ||||||||
| 10501 EMILIE LN | ORLAND PARK | IL | 60467 | N/A | PC | General & Unrestricted | $1,000 | |
| WATTS OF LOVE | ||||||||
| 900 WARREN AVE STE 3 | DOWNERS GROVE | IL | 60515 | N/A | PC | General & Unrestricted | $500 | |
| WAVES FOR WATER INC | ||||||||
| 4470 W SUNSET BLVD 90779 | LOS ANGELES | CA | 90027 | N/A | PC | General & Unrestricted | $875 | |
| WEST MICHIGAN MIRACLE LEAGUE | ||||||||
| 1878 SUNTREE LN | ZEELAND | MI | 49464 | N/A | PC | General & Unrestricted | $75 | |
| WESTERN FOLKLIFE CENTER | ||||||||
| 501 RAILROAD ST | ELKO | NV | 89801 | N/A | PC | General & Unrestricted | $400 | |
| K MANNING | ||||||||
| WILLIAMS COLLEGE | WILLIAMSTOWN | MA | 01267 | NONE | I | SCHOLARSHIP GRANT | $3,250 | 75 PARK ST |
| K MANNING | ||||||||
| WILLIAMS COLLEGE | WILLIAMSTOWN | MA | 01267 | NONE | I | Scholarship GRANT | $2,750 | 75 PARK ST |
| YMCA OF METROPOLITAN CHICAGO | ||||||||
| 1030 W VAN BUREN ST | CHICAGO | IL | 60607 | N/A | PC | General & Unrestricted | $1,000 | |
| YOUNG AT ART OF BROWARD INC | ||||||||
| 751 SW 121ST AVE | DAVIE | FL | 33325 | N/A | PC | General & Unrestricted | $350 | |
| YOUNG AT ART OF BROWARD INC | ||||||||
| 751 SW 121ST AVE | DAVIE | FL | 33325 | N/A | PC | ArtREACH: Reaching & Educating At-Risk Children exPERIENCING HOMELESSNESS PROGRAM | $1,075 | |
| YOUNG LIFE | ||||||||
| PO BOX 70065 | PRESCOTT | AZ | 86304 | N/A | PC | young life Grand Rapids City division | $300 | |
| YOUNG LIFE | ||||||||
| PO BOX 70065 | PRESCOTT | AZ | 86304 | N/A | PC | Young Life Northeast grand rapids division | $300 | |
| YOUNG LIFE | ||||||||
| PO BOX 70065 | PRESCOTT | AZ | 86304 | N/A | PC | Military Development Fund | $720 | |
| YOUNG LIFE | ||||||||
| PO BOX 70065 | PRESCOTT | AZ | 86304 | N/A | PC | Young Life Northeast Grand Rapids division | $2,000 | |
| YOUNG LIFE | ||||||||
| PO BOX 70065 | PRESCOTT | AZ | 86304 | N/A | PC | Young Life Northeast grand rapids division | $1,000 | |
| YOUNG LIFE | ||||||||
| PO BOX 70065 | PRESCOTT | AZ | 86304 | N/A | PC | Young life Northeast grand rapids division | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $703,090 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,425 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $400,325 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $695,785 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,102,535 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,102,535 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MARKETS CORE EQ P | $1,427,814 | $1,524,313 |
| DFA INTERNATIONAL CORE EQUITY | $2,059,473 | $3,330,506 |
| DFA INVT DIMENSIONS GROUP INC | $2,764,148 | $6,893,250 |
| VANGUARD REIT INDEX FD ADMIRAL | $403,809 | $484,701 |
| VANGUARD SF REIT ETF | $49,896 | $185,305 |
| VANGUARD TOTAL BOND MARKET IND | $2,546,286 | $2,426,230 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Document Review/Drafting | CategoryTxt |
| Legal Fees | $3,500 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $59,232 | $59,232 |
| State or Local Filing Fees | $61 | $61 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $35,050 | $35,050 | |
| ADMINISTRATIVE SERVICES | $40,000 | $40,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2018 | CategoryTxt |
| Amt | $17,000 | Amt |